Activity

Duration(Hrs.)

  Introduction
          • Cloud Computing
          • Customer Relationship Management(CRM)
          • Types of CRM
          • Salesforce CRM-Overview

2

 Getting Around the App
• Activating your Computer
         • System Overview
         • Standard Data Model and Navigation
         • Help & Training
         • Setting up the UI(Home) and Search options

2

Funtional Flow of SFDC Apps
• Sales Cloud
         • Service Cloud
         • Marketting
         • Content

4

  Getting Your Organization Ready for Users
• Setup Company Profile
                   Language, Locale, Fiscal Year
                   Business Hours,Holidays
                   Currency Management
         • Manage Users
                  Profiles, Users,Permission Sets
                  Public Groups,Queues

6

  Customization
• Creating Custom Apps
        • Standard/Custom  Objects,Tabs
        • Creating new Custom Fields
        • Relationships/Data Model
        • Creating Selection Fields: Picklists and Lookups
        • Field Dependencies
        • Creating Formula Fields
        • Working with Page Layouts/Related Lists
        • Working with Record Types and Business Processes

4

  Security and Data Access
• Organization Wide Defaults
       • Determining Object Access
       • Setting up Record access
       • Managing Field-Level security
       • Record Ownership/Manual Sharing
       • Sharing Rules
       • Managing Role Hierarchy
       • Folder Access
       • Login IP Ranges & Login IP Hours

4

Salesforce Automation & Collaboration

  Automation
• Workflow Rules
         • Approval Processes
         • Validation Rules
         • Case & Lead Automation
Collaboration
         • Chatter
         • Partner Portal

6

  Managing Data
• Imports Overview
        • Import Wizards
        • Data loader
        • Mass transfer
        • Backing up data  
        • Mass delete and the Recycle Bin

  Migration
• Data Migration using Apex Dataloader
       • Code Migration using Change Sets
       • Code Migration using Eclipse

6

  Analytics/Reports and Dashboards

• Running and modifying reports
       • Creating new reports with the Report Builder
       • Working with Report Filters
       • Summarizing with Formulas and Visual Summaries
       • Printing, exporting, and emailing reports
       • Building dashboards

3

 Force.com Platform
• Apex Collections
         • Visualforce Pages
         • Apex Classes
         • Apex Triggers

3

  Recap

• Brief Overview
• Guidence on Certifications
• Q&A Time

2

Estimated Duration(Hrs.)

42